A Focus on Advising Families

Saybrook serves the particular investment needs of a select group of successful families. While their source of wealth varies, all Saybrook clients share an underlying commitment to the merits of long-term equity-oriented investing.

We have built Saybrook to serve the particular investment needs of a select group of successful families.

We understand the unique investment needs of families and tailor individually managed portfolios according to each family’s objectives.

We currently invest on behalf of over 25 multigenerational client family groups, as well as our own extended families.

We manage portfolios for individuals, trusts, family foundations, endowments, and profit-sharing plans.

We also have a preference for investing in businesses where the founders and/or their families are still actively involved.